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Compare INES vs. BEAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Intelligent Investor Eth Share Fund - Active ETF (INES) and the Betashares Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 4 |
Median incremental investment | $605.31 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,291.10 | $1,041.11 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | BEAR | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | SPI 200 FUTURES JUN26 (0 %) AUD - AUSTRALIA DOLLAR (57.21 %) BETASHARES AUSTRALIAN CASH PLUS FUND (22.51 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | |
Management fee | 0.97 % | 1.38 % |
Key Summary
INES | BEAR | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.38 % |
Price | $3.32 | $7.41 |
Size | $63.951 million | $34.851 million |
10Y return | N/A | -56.49 % |
Annual distribution yield (5Y) | 3.86 % | 0.46 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 4 |
Median incremental investment | $605.31 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,291.10 | $1,041.11 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | BEAR | |
|---|---|---|
Pros |
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Cons |
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INES | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |